Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Loren Ford is a financial advisor with AE Wealth Management, LLC, a firm that manages over $27 billion in assets. Spencer has been in the financial industry since 2016 and has a background in business and finance. He has a Series 63, 65, and 7 license as well as the SIE exam. Spencer also has a Certified Financial Planner designation. He is currently registered in Indiana, Kentucky, Ohio, and Texas. Spencer specializes in helping individuals and families with financial planning, retirement planning, college savings, and estate planning. He also provides portfolio management services. Spencer is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
12/05/2022 - Present
AE Wealth Management, LLC (Harrison OH)
BC
Issued 03/22/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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